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Taylor Financial Group’s Broadcom AVGO Stock Holding History

Taylor Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Hold
702
– – 0.15% 92
2026
Q1 		$217K Hold
702
– – 0.13% 94
2025
Q4 		$243K Hold
702
– – 0.14% 94
2025
Q3 		$232K Sell
702
-145
-17% -$44.5K 0.13% 97
2025
Q2 		$233K Buy
+847
New +$184K 0.15% 92

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Taylor Financial Group's AVGO Position: Q2 2026 in Review

Taylor Financial Group held its Broadcom (AVGO) position steady in Q2 2026 at 702 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #92.

Taylor Financial Group first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Taylor Financial Group held 702 shares of Broadcom worth $265K as of Q2 2026.
  • Taylor Financial Group left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.15% of Taylor Financial Group's portfolio in Q2 2026, its #92 holding.
  • Taylor Financial Group first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.